IMZ Advisory Inc.

Overview

IMZ Advisory Inc. is an SEC‑registered corporate advisor that began registration in 2021 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services include discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other investment advisers. The firm charges a mix of percentage‑of‑AUM and fixed fees. The firm is organized as a domestic corporation with ownership ties to both a domestic entity and an individual. IMZ does not identify itself as an active ESG investor and does not operate as a multi‑state adviser according to the available data. The firm is also listed as engaging in selection of third‑party managers, which aligns with its role allocating capital to external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives